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Akshay Pol

Akshay Pol

Equity Research Analyst

Followers of Akshay Pol1000 followers
location of Akshay PolMumbai, Maharashtra, India

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  • Timeline

  • About me

    Senior Manager - Business Planning & Analysis

  • Education

    • Vivekanand Education Society Institute Of Management Studies and Research

      2017 - 2019
      Master of Business Administration - MBA Finance, General

    • Somaiya Vidyavihar

      2014 - 2017
      Bachelor of Commerce - BCom Accounting and Finance

  • Experience

    • IndiaNivesh Shares and Securities Private Limited.

      Apr 2018 - Jun 2018
      Equity Research Analyst

      Work as Equity Research Analyst Tracking Auto sector closely during internship.Good hands on Fundamental n Technical Analysis.Generation of Good fundamental calls which will support technical analysis and provide max return to investors.

    • IDFC FIRST Bank

      Jun 2019 - May 2022
      Manager

      Work on a project with consulting firm McKinsey & Co. to Minimize the Credit Loss for the Bank.Analysis of assign Debt Portfolio of Bank basis on Industry, Products, & geographies.Risk Management with Credit and RCU team to Identify the Operational Risk arising from Particular operations.Valuation of High Credit Client Profiles. & Calculation of Risk Associate with them.Provide the Ratings based on Client Financial analysis.Provide a Recommendation to the Teams. Regarding the Tentative Risk arising from Portfolio to Make Advance Provisions. Generation of Early Warning Signals (EWS) Model. From the data Collected through Contact Centers.Generation of the Risk Segmentation Models based on Contact Center Data & Feedbacks.Preparation of Dashboards & Updating Models periodically to Keep information available to all stakeholders. & execute Review MechanismResponsible to make Successful strategies and Implement the same across Channel Partners.Work on Project to Implement SFDC & Cisco CRM technologies across Channel Partners.Initiated many successful projects to Minimize the Credit Loss for the Bank.Expertise in Credit Control Research Management, vendor management, Operations & Resource utilization. Show less

    • SMFG India Credit

      May 2022 - now

      • Senior Manager - Business Planning & Analysis

        Apr 2024 - now

      • Manager - Business Planning & Analysis

        May 2022 - Mar 2024

  • Licenses & Certifications

    • Certificate in Alternative Investment industry

      SS&C GlobeOp

    • EdX Verified Certificate for Analyzing and Visualizing Data with Power BI

      EdX
      Aug 2024
      View certificate certificate

    • MUTUAL FUND DISTRIBUTOR NISM SERIES V-A

      National Institute of Securities Markets (NISM)
      Apr 2018

    • Security Market Operations and Risk Management NISM-VII

      National Institute of Securities Markets (NISM)
      Apr 2018

    • EQUITY & DERIVATIVES NISM 8

      National Institute of Securities Markets (NISM)
      May 2018

    • JAIIB

      Indian Institute of Banking and Finance